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911ºÚÁϱ¬ÁÏÍøing for a ProCard

To apply for a Procard, launch the app from the 911ºÚÁϱ¬ÁÏÍø dashboard or click

For question regarding ProCard training, please reach out to Procurement team, procard@csumb.edu.

Monthly Reconciliation

The billing cycle for ProCards is from the 24th of the month to the 23rd of the following month. Cardholders reconcile throughout the month but cannot be submitted until five calendar days after cycle close (audit rule) to ensure all transactions for the cycle are included in the statement report. Email reminders are sent to the cardholders and approvers to support the ProCard reconciliation process.

Please refer to the to see step-by-step directions on how to reconcile your ProCard in Concur.  Additional resources can be found in the .

If additional training is needed or any questions arise, email procard@csumb.edu.

A. Cardholder's Responsibilities

• Overall security of the card 
• Ensure the card is used according to the policies outlined in the handbook.  All purchases must comply with CSU procurement and contracting policies and procedures.
• Immediately report lost or stolen cards to the Bank and the Program Administrator.
• Obtain itemized sales receipts for each transaction when goods are received.
• Get credit from the merchant on returned goods and disputed items.  Credit receipts must be included with the monthly reconciliation statement/report.
• Verify the Approving Official in the Concur Approval workflow.

B. What Can be Purchase

• Office supplies (purchased through CSUBuy)
• Subscriptions and memberships
• Conference and Training registrations
• Catering through our campus vendor, Chartwells (requires Hospitality Justification form through Concur)
• IT hardware/software, such as monitors and online applications*
• Furniture*
• Contractual Services*
• Computer hardware, including Printers**Allowed with limited restrictions. 

C. What not to do with the ProCard

• Loan out the card
• Purchase any prohibited items
• Split transactions to circumvent the single-purchase limit

D. CSU Policies

FY2025/26 ProCard Schedule

FY 2025/26 DBC Schedule

Lost/Missing Receipt Form

- fill out the form in Concur Travel Expense app

Procurement offers other type of credit cards. Submit the application for the following credit cards in Concur. 

1. Declining Balance Card

To request for a Declining Balance Card, submit your request in Concur. The monthly statement is reconciled in CFS.

 2. Travel Card

To request for a Travel Card, submit your request in Concur. Reconciliation is done in Concur when submitting Travel Expense Report.

 3. Voyager Card (gas card)

To request for a Voyager Card, submit your request in Concur. The monthly statement is reconciled and submitted to Accounts Payable for payment process.

1. 911ºÚÁϱ¬ÁÏÍøing for a ProCard

To apply for a ProCard, submit a request in Concur and a training will be assigned to you.

2. Purchase exceeds single purchase/monthly limits

If you would like an increase in your monthly spending limits, please submit a request in Concur. Once approved, the ProCard Admin will update the limits.

3. Declining Transactions

With any declining online or in-store purchases, please email a request to procard@csumb.edu to have your transaction reviewed.

4. Chartstring update after the month end close (window in CFS has closed)

For all expense/budget transfers, a Financial Transaction Request will need to be completed via Adobe Workflow. Email university-accounting@csumb.edu for assistance.

5. Monthly Reconciliation

ProCard monthly reconciliations are now done in Concur starting on the statement cycle on the 24th of each month. Dropping the files into Google Drive is NO longer needed.

Travel card charges are reconciled in the Expense Report in Concur.

Declining Balance Cards and Corporation ProCards are reconciled in CFS.

6. Unable to add project codes into Concur

Please provide the chartfield string and email to procard@csumb.edu.

7. Specific type of expenses or account codes are not showing in Concur

Please be advised there has been a reduction on the type of expenses or account codes. Use the best type of expenses available in Concur.